MWA
MFA Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-140
| Closed | -$14.2K | – | 351 |
|
|
2024
Q3 | $14.2K | Sell |
140
-1,445
| -91% | -$146K | ﹤0.01% | 297 |
|
|
2024
Q2 | $158K | Buy |
+1,585
| New | +$158K | 0.03% | 112 |
|
|
2023
Q4 | – | Sell |
-7,269
| Closed | -$705K | – | 91 |
|
|
2023
Q3 | $705K | Buy |
7,269
+101
| +1% | +$9.79K | 0.22% | 50 |
|
|
2023
Q2 | $700K | Hold |
7,168
| – | – | 0.22% | 46 |
|
|
2023
Q1 | $711K | Buy |
7,168
+90
| +1% | +$8.93K | 0.23% | 45 |
|
|
2022
Q4 | $686K | Sell |
7,078
-68,015
| -91% | -$6.59M | 0.25% | 39 |
|
|
2022
Q3 | $7.22M | Buy |
75,093
+8,379
| +13% | +$805K | 2.67% | 14 |
|
|
2022
Q2 | $6.77M | Buy |
+66,714
| New | +$6.77M | 2.47% | 14 |
|